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AOMR

Angel Oak Mortgage REIT

43 hedge funds and large institutions have $332M invested in Angel Oak Mortgage REIT in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

10% more funds holding

Funds holding: 3943 (+4)

10% more capital invested

Capital invested by funds: $301M → $332M (+$30.8M)

9.17% more ownership

Funds ownership: 72.45%81.62% (+9.2%)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$120M
Morgan Stanley
2
Morgan Stanley
New York
$84.9M
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$34.5M
VCM
4
Vivaldi Capital Management
Illinois
$27.6M +$32.2M +1,946,199 New
Goldman Sachs
5
Goldman Sachs
New York
$14M +$6.24M +377,299 +79%
BlackRock
6
BlackRock
New York
$10.3M +$264K +15,938 +3%
Amundi
7
Amundi
France
$9.34M -$125K -7,584 -1%
MCM
8
Masters Capital Management
Georgia
$8.21M -$1.65M -100,000 -17%
Vanguard Group
9
Vanguard Group
Pennsylvania
$5.61M +$511K +30,894 +10%
Wells Fargo
10
Wells Fargo
California
$2.51M +$1.29M +78,238 +105%
EPM
11
Equitec Proprietary Markets
Illinois
$2.46M +$2.48M +150,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.33M +$676K +40,882 +40%
State Street
13
State Street
Massachusetts
$2.03M +$304K +18,389 +17%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.66M +$548K +33,129 +49%
UBS Group
15
UBS Group
Switzerland
$1.4M +$34K +2,055 +2%
Northern Trust
16
Northern Trust
Illinois
$1.24M +$220K +13,304 +21%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$651K +$54.1K +3,272 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$451K +$126K +7,626 +38%
Charles Schwab
19
Charles Schwab
California
$420K +$153K +9,272 +57%
Ameriprise
20
Ameriprise
Minnesota
$354K -$68.7K -4,150 -16%
Bank of America
21
Bank of America
North Carolina
$280K -$32.7K -1,975 -10%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$280K +$282K +17,044 New
Citadel Advisors
23
Citadel Advisors
Florida
$249K -$15.5K -936 -6%
Citigroup
24
Citigroup
New York
$244K -$131K -7,889 -35%
RJA
25
Raymond James & Associates
Florida
$204K +$17.5K +1,060 +9%

AOMR Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage REIT (AOMR) for Q1 2022, worth a combined $332M — up 10% from $301M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AOMR positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Vivaldi Capital Management, opening a new position worth an estimated $32.2M. The largest seller was Centiva Capital, exiting entirely with an estimated $7.26M sold.

  • 43 institutional investors held Angel Oak Mortgage REIT (AOMR) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $332M of Angel Oak Mortgage REIT stock for Q1 2022, up 10% quarter-over-quarter.
  • 8 funds opened new Angel Oak Mortgage REIT positions in Q1 2022 and 4 closed out, a net change of +4 holders.
  • The largest Angel Oak Mortgage REIT buyer in Q1 2022 was Vivaldi Capital Management, an estimated $32.2M added.
  • The largest Angel Oak Mortgage REIT seller in Q1 2022 was Centiva Capital, an estimated $7.26M sold.

Based on aggregated 13F filings for Q1 2022.